626 Financial’s iShares Russell 1000 ETF IWB Stock Holding History

626 Financial’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Hold	691	–	–	0.11%	102
2025 Q4	$258K	Hold	691	–	–	0.11%	98
2025 Q3	$253K	Hold	691	–	–	0.11%	100
2025 Q2	$235K	Hold	691	–	–	0.11%	97
2025 Q1	$212K	Hold	691	–	–	0.11%	97
2024 Q4	$223K	Hold	691	–	–	0.12%	99
2024 Q3	$217K	Hold	691	–	–	0.12%	104
2024 Q2	$206K	Buy	+691	New	+$198K	0.12%	101
2023 Q3	–	Sell	-848	Closed	-$207K	–	113
2023 Q2	$207K	Buy	+848	New	+$195K	0.13%	103
2022 Q2	–	Sell	-848	Closed	-$212K	–	108
2022 Q1	$212K	Hold	848	–	–	0.14%	97
2021 Q4	$224K	Buy	+848	New	+$218K	0.14%	101
2021 Q1	$212K	Buy	+848	New	+$186K	0.14%	97

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

626 Financial's IWB Position: Q1 2026 in Review

626 Financial held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 691 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #102.

626 Financial first reported a position in IWB in Q1 2021 and has held it in 12 quarters since. The position peaked at $258K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

626 Financial held 691 shares of iShares Russell 1000 ETF worth $246K as of Q1 2026.
626 Financial left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.11% of 626 Financial's portfolio in Q1 2026, its #102 holding.
626 Financial first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 12 quarters since.
626 Financial's iShares Russell 1000 ETF position peaked at $258K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on 626 Financial's 13F filing for Q1 2026, filed 23 Apr 2026.